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AI Fears Push Software Stocks Lower | Business and Finance News
Description
Guggenheim’s John DiFucci stunned the market by upgrading Salesforce and ServiceNow to “Buy,” arguing their stocks are undervalued due to overblown AI disruption fears — a rare bullish call from a usually cautious analyst. His move sparked a ripple effect across enterprise software, reigniting investor interest and suggesting the sell-off may have gone too far. Oracle also surged, boosted by AI product news, being added to a key analyst list, and being seen as oversold after heavy AI infrastructure investment. Together, these developments signal a potential market turning point — where fear-driven sell-offs create buying opportunities for solid, AI-adjacent companies.
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